Client Services Associate for Financial Advisors

Stifel Financial Corp.; Ames (IA); On-site; USD 35,000 - 50,000; Part time

Benefits offered by this job

Comprehensive benefits package

Health, dental, and vision care

401k

Life insurance

Paid time off

Job summary

A global wealth management firm in Ames, Iowa, seeks a Client Services Associate to assist Financial Advisors with client accounts and administrative tasks. The role involves maintaining accurate client records and providing exemplary customer service. A high school diploma and at least two years of clerical experience are required. The ideal candidate possesses strong organizational skills and familiarity with the investment brokerage industry. This part-time position has the potential to transition to full-time based on branch needs.

Qualifications

• Minimum of 2 years clerical/related industry experience.
• Proficient with administrative and clerical procedures.
• General understanding of investment brokerage industry.

Responsibilities

• Assist Financial Advisors with client accounts and records.
• Organize and maintain client account records.
• Perform administrative duties for client requests.

Skills

Administrative Knowledge

Industry Knowledge

Time Management

Critical Thinking

Customer and Interpersonal Skills

Communication Skills

Education

High School Diploma or equivalent

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Job description

A global wealth management firm in Ames, Iowa, seeks a Client Services Associate to assist Financial Advisors with client accounts and administrative tasks. The role involves maintaining accurate client records and providing exemplary customer service. A high school diploma and at least two years of clerical experience are required. The ideal candidate possesses strong organizational skills and familiarity with the investment brokerage industry. This part-time position has the potential to transition to full-time based on branch needs.